Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810B
AUM Growth
+$67.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,536
New
Increased
Reduced
Closed

Top Buys

1
+$4.58B
2
+$1.36B
3
+$1.3B
4
GRAB icon
Grab
GRAB
+$1.22B
5
U icon
Unity
U
+$1.06B

Top Sells

1
+$2.05B
2
+$1.36B
3
+$1.01B
4
DOCU
DocuSign
DOCU
+$992M
5
MSFT icon
Microsoft
MSFT
+$739M

Sector Composition

1 Technology 20.57%
2 Healthcare 9.55%
3 Financials 9.27%
4 Consumer Discretionary 8.7%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6576
$55K ﹤0.01%
2,800
6577
$55K ﹤0.01%
138,867
+109,397
6578
$55K ﹤0.01%
3,633
-94
6579
$55K ﹤0.01%
165
-847
6580
$55K ﹤0.01%
+2,596
6581
$55K ﹤0.01%
5,529
6582
$55K ﹤0.01%
329
-150
6583
$54K ﹤0.01%
245
+18
6584
$54K ﹤0.01%
738
-15
6585
$54K ﹤0.01%
13,809
-28,998
6586
$54K ﹤0.01%
5,265
-731
6587
$54K ﹤0.01%
5,252
6588
$53K ﹤0.01%
7,915
+6,178
6589
$53K ﹤0.01%
5,680
6590
$53K ﹤0.01%
2,746
+1,119
6591
$53K ﹤0.01%
5,440
+5,285
6592
$53K ﹤0.01%
5,152
6593
$53K ﹤0.01%
1,234
+203
6594
$53K ﹤0.01%
5,150
6595
$52K ﹤0.01%
2,886
+1,310
6596
$52K ﹤0.01%
43,045
6597
$52K ﹤0.01%
2,372
+553
6598
$52K ﹤0.01%
6,128
+3,024
6599
$52K ﹤0.01%
11,702
6600
$52K ﹤0.01%
1,397
+761
262 263
264
265 266